Banking API — Wealth Management
Complete Portfolio Aggregation API for Wealth Platforms
Aggregate investments, bank accounts, and assets into one unified portfolio view. Provide clients with complete wealth visibility across all institutions.
The Challenge
Clients have assets across multiple banks, brokers, and super funds, making it impossible to see their total financial picture.
The Solution
Connect to banks, brokers, and super funds to aggregate all financial assets in one comprehensive portfolio view.
Capabilities
How Fiskil Helps
Multi-Institution Connectivity
Connect bank accounts, investment accounts, superannuation, and other assets from 100+ institutions.
Complete Portfolio View
Aggregate all assets into unified portfolio with real-time valuations.
Asset Classification
Automatically classify assets by type (cash, equities, fixed income, property, etc.).
Performance Tracking
Track total portfolio performance across all holdings and institutions.
Implementation
How It Works
Connect Client Accounts
Client authorizes access to bank accounts, investment accounts, and superannuation through CDR.
Aggregate Holdings
API retrieves account balances, investment holdings, and transaction history from all sources.
Classify and Value
Assets are automatically classified and valued at current market prices.
Generate Portfolio View
Present unified portfolio dashboard showing total wealth, allocation, and performance.
Ready to get started?
Get your API keys today and start building with Fiskil's Banking API.
FAQs
Related Use Cases
Fintech
Account Aggregation
Enable users to connect and view all their bank accounts in one place. Fiskil's account aggregation API provides real-time access to accounts, balances, and transactions from 100+ Australian banks.
Wealth Management
Investment Tracking
Track investment performance across all holdings and institutions. Monitor returns, analyze asset allocation, and optimise portfolio performance automatically.
Wealth Management
Net Worth Calculation
Calculate and track net worth automatically from aggregated financial accounts. Monitor wealth growth over time with automated asset and liability tracking.
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